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VDE: Vanguard Energy ETF (ETF)
Basic Info 119.12 0.67(0.56%) June 30
| Asset Class: | Equity Energy |
| MyPlanIQ Rating: | (80%) |
| Start Date: | 09/29/2004 |
| Last Dividend Date: | 06/26/2025 |
| 12-Mo. Yield | 3.79% |
| Expenses | 0.10% |
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Performance Analytics (As of 06/30/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 09/29/2004 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -1.3 | -0.3 | -3.3 | 9.9 | 23.9 | 4.5 | 6.3 | 5.7 | 6.8 | 6.8 | 0.0 | 62.9 | 56.3 | -33.0 | 9.3 | -19.9 | -2.5 | 29.2 | -23.2 | -11.7 | 25.8 | 3.4 | 2.8 | 21.1 | 25.5 | -39.6 | 34.6 | 19.0 | 39.0 | 5.3 |
| Sharpe Ratio | NA | -0.08 | -0.23 | 0.22 | 0.75 | 0.11 | NA | NA | 0.19 | 0.17 | -0.16 | 1.71 | 1.84 | -0.55 | 0.38 | -0.92 | -0.22 | 1.12 | -0.92 | -0.62 | 1.84 | 0.18 | 0.09 | 0.89 | 0.69 | -0.67 | 1.39 | 0.64 | 1.46 | 1.08 |
| Draw Down(%) | NA | 19.7 | 21.4 | 21.4 | 26.8 | 69.3 | NA | NA | 74.7 | 14.0 | 17.5 | 26.6 | 18.5 | 61.6 | 20.4 | 32.3 | 19.6 | 14.8 | 28.9 | 28.3 | 7.1 | 19.0 | 29.8 | 20.5 | 27.7 | 56.3 | 12.5 | 16.8 | 15.9 | 6.5 |
| Standard Deviation(%) | NA | 31.2 | 25.8 | 25.6 | 29.9 | 30.9 | NA | NA | 30.3 | 18.1 | 23.3 | 36.1 | 30.6 | 60.4 | 20.4 | 23.3 | 14.5 | 25.9 | 25.4 | 18.9 | 14.0 | 18.4 | 31.9 | 23.5 | 36.8 | 60.1 | 22.7 | 24.3 | 25.2 | 19.3 |
| Treynor Ratio | NA | -0.02 | -0.04 | 0.04 | 0.16 | 0.03 | NA | NA | 0.05 | 0.03 | -0.03 | 0.46 | 0.33 | -0.28 | 0.07 | -0.19 | -0.03 | 0.29 | -0.24 | -0.12 | 0.26 | 0.04 | 0.03 | 0.22 | 0.26 | -0.41 | 0.31 | 0.15 | 0.32 | 0.18 |
| Alpha | NA | -0.12 | -0.07 | -0.03 | 0.01 | 0.01 | NA | NA | 0.0 | 0.0 | -0.02 | 0.09 | 0.02 | 0.03 | -0.02 | 0.0 | -0.02 | -0.01 | -0.01 | 0.01 | 0.03 | 0.0 | 0.02 | 0.03 | -0.03 | 0.02 | -0.01 | 0.0 | -0.04 | -0.05 |
| Beta | NA | 1.45 | 1.43 | 1.33 | 1.44 | 1.2 | NA | NA | 1.07 | 1.23 | 1.28 | 1.35 | 1.7 | 1.18 | 1.16 | 1.1 | 1.07 | 1.01 | 0.99 | 1.02 | 1.0 | 0.96 | 1.01 | 0.96 | 0.96 | 0.98 | 1.01 | 1.06 | 1.17 | 1.16 |
| RSquared | NA | 0.77 | 0.73 | 0.79 | 0.8 | 0.86 | NA | NA | 0.9 | 0.65 | 0.82 | 0.81 | 0.8 | 0.9 | 0.96 | 0.98 | 0.95 | 0.97 | 0.96 | 0.95 | 0.94 | 0.96 | 0.98 | 0.98 | 0.97 | 0.97 | 0.95 | 0.95 | 0.95 | 0.93 |
| Yield(%) | N/A | 1.5 | 3.1 | 4.1 | 7.4 | 3.1 | 3.7 | 3.5 | N/A | 3.3 | 3.4 | 5.5 | 6.2 | 3.0 | 3.5 | 2.6 | 2.7 | 2.9 | 2.4 | 0.0 | 2.1 | 1.9 | 1.6 | 1.5 | 1.7 | 1.0 | 1.1 | 1.2 | 1.4 | 0.4 |
| Dividend Growth(%) | N/A | -52.0 | 1.8 | 37.9 | 26.8 | 176.0 | N/A | N/A | N/A | 0.1 | -11.5 | 37.9 | 29.9 | -11.3 | 7.8 | -10.0 | 18.9 | -8.5 | N/A | -100.0 | 10.0 | 23.2 | 29.8 | 4.5 | 0.8 | 25.9 | 1.2 | 32.5 | 224.5 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/29/2004
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